The Hormuz Opportunity

The Hormuz Opportunity

July 14, 2026 · 43 min · Episode 100

About this episode

The episode discusses the implications of the oil shock from the U.S. war with Iran on the clean energy transition.

Tune in as we examine the oil shock caused by the U.S. war with Iran and what it means for our clean energy transition with Daan Walter, Principal at Ember.

People in this episode

Hosts: Jason Lewis, Thomas Mills, Flora Gladwin

Guest: Daan Walter

Topics covered

Keywords

Mentioned in this episode

Organizations: Ember

Places: U.S., Iran

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